Regional Vice President (Charlotte)

Charlotte · Charlotteexecutive

OtherRegional Vice President

0 views0 saves0 applied

Apply Now

Quick Summary

Overview

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning,

Technical Tools

OtherRegional Vice President

What We Offer

~2 min read

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

The Regional Vice President is responsible for growing our RIA referral platform. The successful candidate will be responsible for developing and maintaining relationships with our channel partners, with the focus on driving sales momentum for one of our financial planning teams. The Regional Vice President will work in a client-focused, team-centered environment in unison with Managing Directors to service the needs of the firm’s high net worth clients.

Partnering with Financial Consultants and Branch Managers to build strong relationships
Fostering positive channel partner relationships as ambassador of Mercer Advisors
Growing and cultivating an assigned region through frequent visits to branch offices, phone wholesaling, and ongoing communication with the express purpose of generating significant referrals
Proactively initiating business development calls and identifying new sales opportunities
Meeting directly with channel referral prospects via in-person and phone/video meetings with the express purpose of bringing in a significant volume of new clients and billable assets under management
Working with Client Service units to develop client referral relationships including meeting with referrals via in-person and phone/video meetings and ultimately closing opportunities
Providing insight and information to become a valuable resource and partner
Implementing company policies and procedures
Ensuring adherence to company standards
Performing other duties as assigned

Bachelor’s degree preferred or equivalent experience
At least 5 years of successful sales experience in the financial services industry
Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)
CFP® (Certified Financial Planning) designation preferred
Comprehensive industry and investment management knowledge
Experience using CRM systems (Salesforce preferred)
Excellent communication, presentation, listening and analytical skills
Proven time management and organizational skills in high volume, high energy environments
Experience determining the needs of partners and prospects through probing questions, offering solutions and asking for the right actions
Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
Flexibility to travel up to 75%

What We Offer

~2 min read

✓Company Paid Basic Life & AD&D Insurance

✓Company Paid Short-Term and Long-Term Disability Insurance

✓Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance

✓Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

✓Kaiser Medical plans available in California

✓Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.

✓Two comprehensive Dental Plans

✓Vision Insurance Plan

✓Dependent Care Savings Account for child and dependent care.

✓14 Company Paid Holidays including a full week off at Thanksgiving.

✓Generous paid time off program for vacation and sick days

✓Employee Assistance Plan

✓Family Medical Leave

✓Paid Parental Leave (8 weeks)

✓Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.

✓Adoption Assistance Reimbursement Program

✓Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.

✓401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option

✓Pet Insurance

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection